SivBum's Comments

Marvell, Orbotech Benefiting from China

Wed, 09 Dec 2009 10:47:04 -0500

Living in Silicon Valley and driving by MARVL often at HW237 & First Street, parking lots are full.

Book Review: From Poverty to Prosperity

Tue, 08 Dec 2009 11:09:24 -0500

Never mind GDP difference among countries, how about within one country. It's all about education and regional resources, natural and human, e.g. huge differences between income of a Silicone Valey knowledge worker to a farm worker 30 miles South.

"...More differences as a result of borders: The book reproduces a chart of per capita GDP in 1997 that places North Korea at $700, South Korea at $13,590. Communist China's GDP was $3,130 per capita, while Taiwan's was $14,170..."

Politics Pressure Natural Gas Price: 1998 Oil All Over Again?

Fri, 04 Dec 2009 13:06:43 -0500

Their is a moratorium on new coal power plant right? Fact is overall energy consumption is down with recession. Lower NG prices is expected, but the higher oil is not.

Paulson & Co's Latest Portfolio: 13F Filing

Fri, 04 Dec 2009 10:28:41 -0500

JAVA is shining this morning, up 4% rtq. Wonder what Paulson's entry was.

One Job Creation Proposal that Might Actually Work: A One-Year Payroll Tax Cut

Fri, 04 Dec 2009 10:26:10 -0500

Good idea but flip side is adding another $T to deficit ... Hope Dick Chenny is right that deficit doesn't matter per Paul O'Neil.

A New High for Amazon

Tue, 01 Dec 2009 10:58:15 -0500

Henry Blodget must felt relieved.

HP Earnings: Revenue Down, EPS In-Line

Wed, 25 Nov 2009 11:07:54 -0500

thought HP began integrating EDS into their services last August. It's unclear how much revenue continual operating growth or decline. HP should break out the topline to be more transparent.

T-Bills Go Negative

Mon, 23 Nov 2009 12:57:17 -0500

The negative or 0.001% T-bill yield signals fear is griping the main street. Take your stock profits and buy I-Bonds.

Natural Gas: Ride U-Turn Up

Mon, 23 Nov 2009 11:19:44 -0500

With the introduction of UNL, hopefully speculative demand will help UNG.

3Com Traders and Their Connections

Fri, 13 Nov 2009 11:30:51 -0500

Mary Schapiro was a fox guarding our hen house, was SEC head with Paulson and now wearing a born again rule enforcer ... working for the same Hedge funds.

Cisco: Becoming Too Big and Too Acquisitive for Its Own Good?

Fri, 06 Nov 2009 10:34:32 -0500

The market agrees...csco had a hohum yesterday after EA and now red today.

How Bad's the Job Market? This Bad

Wed, 21 Oct 2009 10:27:13 -0400

Wonder what was the ratio in the early 80's when the unemployment rate was worse and most families were still relying on single earners while unemployment benefits were less generous?

Technical Analysis: A Loser's Game?

Wed, 21 Oct 2009 10:23:00 -0400

As long as the big wall street trading programs have elements of TA in their software, peril to ignore it.

Cash for Golf Carts

Tue, 20 Oct 2009 10:10:52 -0400

In my humble neigborhood, there was a family with a golf cart parked in their driveway. It had been there for years and have yet to see it moved. A great impulse buy but worthless in urban or suburban areas.

Barron's' 'Miller Time' Completely Misses the Math - and the Mark

Mon, 19 Oct 2009 11:23:12 -0400

Is he Jack Grubman in disguise?

On Oct 19 08:27 AM Bill Herbert wrote:

> Great article. Miller is a real joke, IMO, and has been for years,
> but the shill machine on WS is a high-dollar operation, and he is
> still considered by many to be a credible "money manager" who just
> had a little bad luck recently, that's all.
>
> I truly wish the SEC would require fund companies to prominently
> disclose the horrendous damage to wealth and stock portfolios that
> people like Miller have caused, and also make them disclose the real
> numbers on their performance over the years. Neither is the case
> right now, so there is a lot of outright fraud in the way these "investment
> results" are presented.
>
> And Barron's??
>
> Please don't make me laugh. Barron's hasn't been worth reading for
> years, and is getting progressively worse now that Rupert has taken
> over. Unless you have a need for catbox liner, save your money.

>
> Same goes for Morningstar - basically a shill machine disguised as
> a service to investors. Their stock picks are entirely random, and
> as far as I know, haven't even matched the S&P for performance
> - so it's less than useless.

Earnings Reports Threaten to Deflate Balloon Boy Dow

Mon, 19 Oct 2009 11:12:26 -0400

Not all assets, forget those related to housing sector: home builders, furnitures, appliances, mortgage banks, commercial REITs. Also, after ramping up more than 50% since Mar 9th, the highly anticipated correction is due any time, in nominal terms.

On Oct 19 09:00 AM Faisal Humayun wrote:

> There is no doubt that the analyst earnings estimates for the next
> fiscal are way too optimistic...Thus, when Companies fall below these
> optimistic numbers, there is bound to be some correction in the markets...
>
>
> However, there is no concern of another big crash in the markets...At
> least in the forseeable future...The reason - ample liquidity to
> support almost all asset classes...
>
> Moreover, any weakness in the markets or the economy will be tackled
> by more quantitative easing or stimulus packages (which means more
> money to speculate in the markets)...So over long term, the Dow is
> set to go higher in nominal terms...

The Little Book that Beats the Market: Chapters 1-7

Mon, 19 Oct 2009 10:59:23 -0400

Thanks,,,sounds like a decent read. Chapter 4 is most intriguing to me.

High Frequency Trading and Its Victims

Tue, 13 Oct 2009 11:06:27 -0400

That's a long standing problem with stop-loss orders with volatile stocks. Happens to me all the time. What he should have done was to establish a low ball buys at 10%, 15% and 20% below his stop-loss limit order.

Blackstone Successfully Plays Both Sides of the Market

Tue, 13 Oct 2009 11:00:27 -0400

Right! low $30's at IPO and up $1 at about $15-$16?

LOL! it has really done well for the partners who cashed in near market high on the backs of all shareholders who bought in the LBO stories.

Yahoo! CEO Carol Bartz's Continued Share Dumps Reflect Poorly on Leadership

Thu, 08 Oct 2009 11:13:25 -0400

Her yahoo auto-sells stink, just like the "make-up grant" deal. The little guys are getting killed by those executives who treated the company treasury as their piggy bank.

Buy and Hold Isn't Dead Yet

Thu, 08 Oct 2009 11:08:39 -0400

If you put down $1 million in 1999 to buy S&P stocks and hold, you are much much much worst off than putting the $mil into real estate outside of Detroit. How's that a good thing?

Putting Job Losses Into Perspective

Wed, 07 Oct 2009 11:28:31 -0400

More than 80% of the workers are gamefully employed and doing the spending for the 20% underemployed. No end of the world as advertised by several Nobel Econ winners during this past Winter.

Mortgage Modifications Could Mean a 396% Marginal Tax Rate

Wed, 30 Sep 2009 11:25:03 -0400

Yep,

We all want something for nothing. Those under the program ought to be thankful that they are not homeless or socked with taxable event on forgiven loan balance.

U.S. Indices: YTD Stats, Current Moving Averages (September 25 Close)

Tue, 29 Sep 2009 11:13:58 -0400

And look at the gains since Mar-9 lows:

sym 25-Sep <---> Peak(Oct-07) <---> Low(Mar-09) <---> YTD Change Pk=Vy IntraLows
dow 9665.19 <---> -31.76% <---> 49.39% <---> 10.13% -54.32% 6440
nas 2090.92 <---> -26.87% <---> 65.22% <---> 32.59% -55.74% 1266
spx 1044.39 <---> -33.27% <---> 56.63% <---> 15.66% -57.39% 667

Indicator Update for Sept. 28

Mon, 28 Sep 2009 10:47:12 -0400

Thank you for the bullish confirmation...the druggists are giving the market a big boost this morning. CSCO's upgrade helps Tech to a 2% gain as well.

CEOs in a Recession: At Least Someone's Getting Ahead

Fri, 25 Sep 2009 11:01:58 -0400

Echo's the other article on "Hurd's comp troubling":

seekingalpha.com/artic...

Investing in the Obesity Drug Basket

Mon, 21 Sep 2009 10:38:30 -0400

vvus has the winning hand so far.

Dell: Signs of Insider Trading

Sun, 30 Aug 2009 20:20:36 -0400

Insider trading, folks trade on leaked material info ... Countrywide, Meryle Lnych, AIG etc...all those violent swings had made a selected few tons of money. The crooks are cleaning small investors' clocks. Look at Option Repricing scams, nearly all the high tech companies did that. You can count those who are in jail with fingers on one hand.

EDS Results Mask HP's Underlying Weaknesses Again

Thu, 20 Aug 2009 11:03:18 -0400

To compare apples to apples, I like see HP's Top/bottom lines for continual operations with and without EDS numbers.

For Priceline and HPQ Investors, Insider Selling a Concern

Wed, 19 Aug 2009 10:55:11 -0400

If you looked back the past few quarters, there was no auto sells. Apparently, the auto sells come in only when hpq prices was hot. Also, the selling wasn't just 3 executives, go check out the entire YTD sells in yahoo or other financial sites.

On Aug 19 09:03 AM amanmyth wrote:

> But hang on a second.... Regarding HPQ, these are all automatic sell
> orders based upon a pre-set value of option exercise. This could
> either be a condition when granted, or simply a target set by the
> individuals. Of course, some may have set the target recently as
> many assumed the market would peak with the nice recovery we have
> seen. If you look at the dates of Shane Robinson, he would in breach
> of SEC rules unless this was pre-set exercise price as the HP quiet
> period started around July 10th. You are pointing to three of eight
> executives at HP, and this is really an assumptive posting.